Interview studies allow for flexible scheduling, including manual interview booking options. You might use this feature to:

• Manually book an interview for a participant without them needing to schedule it themselves.

• Book an interview while bypassing host availability, interview limits, & other scheduling restrictions configured in the study.

• Log interviews that have already taken place, or that are taking place outside of Rally, so that a participant’s history stays up to date.

Book a manual interview

1. Open an Interview study.

2. Select Participants from the left menu bar and verify that the participant you’d like to book an interview with has been added to the study. If they haven’t been added, select Add participants to add them.

3. Select the + New booking button near the top right.

4. Enter the Date and Time of the interview, including Start time and End time. Time slots are available in 15 minutes increments.

5. Select the appropriate Timezone if different than your default timezone.

6. Select the Participant by searching name or email.

7. Select the Interviewer(s) (defaults to the main interviewer(s) configured in the study builder, but can be adjusted as needed).

8. Add any Guests that will attend the interview.

9. Select the interview Location: Zoom, Google Meet, Microsoft Teams, Custom Location, or No Location.

10. Select Add Booking to confirm the interview.

Learn to make changes or updates to existing bookings in Manage Interviews.

FAQ

Will booking a manual interview create calendar invites automatically?

Yes, calendar invites will automatically be created and sent for all upcoming interviews. No calendar invites will be sent when logging past interviews.

Will an observer room be created for manual bookings?

Yes, as long as you have the observer room functionality enabled for the study, then a corresponding room will be created for the interview that you book manually!

How do I add a manual booking for Group Interview studies?

You will need to ensure that the time slot you want to book a participant into has already been created for the study. Select the + New booking button, choose the time slot you want to book, and search for the participant you want to add to the slot. Once you've selected them, click Add booking to save.